How do I manage Reminders?

How do I Manage Reminders?

Reminders can be set up for any Schedule Entry and are managed through the Reminders button. The Reminders button is accessed from the actions menu for each Schedule Entry.

010-ActionsWithReminder

How to add a Reminder to a Schedule Entry

Click the Reminders button on a Schedule Entry. Stable Manage displays the Manage Reminders popup for the Entry. The Reminder type is automatically set to “Email” – in future updates to Stable Manage there will be more types available.

020-ManageRemindersDialog

Select a duration from the “When” menu. This sets how long before the Schedule Entry start time that the Reminder gets sent.

030-ManageRemindersDialog

Click the “ADD REMINDER” button.

Stable Manage displays a success notification and the Reminder is added to the list for the Schedule Entry. Each Schedule Entry can have up to three Reminders added.

 

The “Close” button closes the Manage Reminders popup and returns you to the Schedule:

080-CloseButton

The current Reminder count is visible from the Reminders button on the Schedule Entry:

040-ActionsWithReminder

How to remove a Reminder from a Schedule Entry

Open the Manage Reminders popup for the Schedule Entry as described above. Identify the Reminder you want to remove in the list. Click on the “x” button to remove the Reminder:

050-RemoveButton

Stable Manage displays a success notification to confirm that the Reminder has been removed.

How to suspend a Reminder without deleting it

Open the Manage Reminders popup for the Schedule Entry as described above. Identify the Reminder you want to suspend in the list. Click on the “tick” button to suspend the Reminder:

060-SuspendTickButton

Stable Manage displays a success notification to confirm that the Reminder has been suspended.

How to activate a Reminder that has been suspended

Open the Manage Reminders popup for the Schedule Entry as described above. Identify the Reminder you want to activate in the list. Click on the “unticked” button to activate the Reminder:

070-ActivateSquareButton

Stable Manage displays a success notification to confirm that the Reminder has been activated.

Reminder Email

Below is a simple example of a Reminder Email. The Reminder includes the details about the Entry (time, location, attendees, entry contact, notes and so on)

090-SampleReminderEmail

Please contact us if you have any questions about Reminders.

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